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Hughes Financial Services »

Welltower Inc Com reit shares owned by Hughes Financial Services

Quarter-by-quarter ownership of Welltower Inc Com reit (WELL) shares owned by Hughes Financial Services from 13F filings

Historical chart of Hughes Financial Services investment in Welltower Inc Com reit

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All positions including Welltower Inc Com reit held by Hughes Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Welltower Inc Com reit by Hughes Financial Services

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$39k	203	191.06
2025-06-30	$34k	200	168.96
2025-03-31	$31k	203	154.15

More positions owned by Hughes Financial Services

State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)

Jpmorgan Core Plus Bond Etf Etf (JCPB)

Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)

Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)

Jpmorgan U.s. Tech Leaders Etf Etf (JTEK)

Ishares Core Dividend Growth Etf Etf (DGRO)

Ishares Msci Usa Quality Factor Etf Etf (QUAL)

Jpmorgan International Bond Opportunities Etf Of Benef Interest Etf (JPIB)

State Street Spdr Portfolio Tips Etf Etf (SPIP)

Ishares 1-3 Year Treasury Bond Etf Etf (SHY)

Dimensional U.s. Equity Market Etf Etf (DFUS)

Ishares 10-20 Year Treasury Bond Etf Etf (TLH)

Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)

State Street Spdr Msci Usa Strategicfactors Etf Etf (QUS)

Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)

View all positions for Hughes Financial Services

Top funds holding Welltower Inc Com reit

Capital Research and Management Company - Division 3

State Street Corporation

Cohen & Steers Capital Management

Wellington Management Company

Geode Capital Management

Principal Financial Group

Charles Schwab Investment Management

Jpmorgan Chase & Co

Dimensional Fund Advisors

DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

View all funds holding Welltower Inc Com reit

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